Date/Time
10/2/2025
6:00 PM - 7:30 PM Mountain
6:00 PM - 7:30 PM Mountain
Event Type(s)
Member Event
Community Event
Community Event
Event Description
Free - Estate Planning Series -The Big Beautiful Bill & The Great Wealth Transfer
Location
Setting: In-Person
First National Bank Colorado
2768 North Gate Boulevard
Colorado Springs , CO 80921
Click here for Google Maps
First National Bank Colorado
2768 North Gate Boulevard
Colorado Springs , CO 80921
Click here for Google Maps
Contact Person
Johan Moum
(phone: 17194329778)
(phone: 17194329778)
Details
Due to the aging of America, in the years ahead there will be a massive shift of wealth from older generations, primarily baby boomers, to younger generations (commonly referred to as “The Great Wealth Transfer”).
Additionally, Congress recently enacted many major tax provisions within The Big Beautiful Bill which impacts both income and estate planning.
As a result, many of our clients have been asking . . .
- What do I do?
- How do I do it?
- How is wealth transfer successfully done?
To answer these questions, and more, First National Bank Colorado is pleased to present a three-part series where local estate attorney Amanda V. Weisseg, Esq. (founding principal of The Vinton Law Firm, P.C.) and Steven S. Marken, Esq. (CEO of Trustee Services Group) will share their insights and experience with our clients to properly plan for themselves and their family.
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